Marketing Operations Specialist

About First Gen Financial We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams! About the role The Marketing Operations Specialist owns the systems, processes, and data infrastructure that power First Gen Financial 's marketing function. This role is responsible for building and maintaining the marketing tech stack, managing campaign operations, and ensuring marketing data is clean, connected, and actionable for leadership decision-making. Reporting directly to the CEO/COO, this is a high-visibility, hands-on individual contributor role for someone who wants to bring structure and scalability to a growing marketing function. Key Responsibilities Own and manage the marketing technology stack (CRM, marketing automation, analytics tools), ensuring systems are integrated and functioning efficiently. Build, manage, and optimize marketing workflows, campaign operations, and lead routing processes. Partner with Sales and Customer Success to ensure clean handoffs of leads and accurate attribution across the funnel. Own marketing data integrity — tracking, reporting, and dashboards that give leadership